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Seminars

Always educational. Always complimentary. Always with integrity.

A David Ramsey SmartVestor Pro & A Your Retirement Timeline Affiliate

We’re committed to helping you make informed decisions about your financial future.

     


As a certified SmartVestor Pro,we have been vetted by the Dave Ramsey SmartVestor program and adhere to its code of conduct. Additionally, as a Your Retirement Timeline (YRT) presenter and advisor, we have undergone, and continue to undergo, extensive training to ensure we are providing the most up-to-date information when advising people on retirement planning.

About Our Seminars

Integrity Financial regularly hosts complimentary informational seminars and insurance sales presentations for our clients and the greater community. These seminars focus on retirement income strategies and wealth management. Often they include guest speakers and special activities, as well as take-home materials.

Retirement workshops cover various topics including:

  • Coordination of retirement benefits
  • Collecting Social Security while still working
  • Drawing on retirement income in a tax advantaged way
  • Creation of strategies to help protect income and investments
  • Postponing Social Security income
  • Reducing the risk of outliving your money
  • Minimizing the downside of market exposure

We encourage you to come and learn about retirement planning strategies in these informational and no-sales seminars. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.

 

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at tbrownfield@iffinancialservices.com or call us at 918.949.3535 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

The SmartVestor program is a directory of investment professionals. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with or endorsed by Retirement Wealth Advisors.

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